Introduction
This is the page where user can manage the Contacts for corresponding customer accounts in Seamless.
Pre-requisites
In order to access the contacts list, users should have “View contacts” permission.
The page can be accessed via the “Accounts” → “Contacts” menu option.
Contact List
Column | Description |
|---|---|
Name | Contact’s name, this field contains First Name and Last Name of the lead |
Related account | Customer account which relates to the contact |
Mobile | Phone number of the contact |
Email address of the contact | |
Organization | Organization of the contact |
Action | Name | Description |
|---|---|---|
| Create | User needs to have the “Create contact” permission to see this button. This button is to open the Create Contact form popup where user can create a new Person or Company Account. To create a new account, user needs to fill all mandatory information which is marked with asterisk in the form  |
| Delete | User needs to have the “Delete contact” permission to see this button. This button is to completely delete a contact. Before processing this action, user needs to confirm via a Confirmation dialog.  |